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Workflows

Automate simple processes, offer proactive support and engage your customers with Intercom's Custom Bots

384 Topics
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384 Topics

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markNew Participant

asked in Workflows

Why won't my Custom Bot show up on a button click?

I've been spending an afternoon trying to set up a Custom Bot to show up when a user clicks a button on our page (multiple buttons ideally but I'll settle for just one right now). We go through the process of first: ensuring intercom is installed on the site; next: going through the sets within creating a bot under "Operator" > "Custom Bots" -> "From a button" and make sure the button on our site is selected. The rules seem to look correct, but after making sure the bot is live, nothing happens when we click the button. Could there be a step we're missing? This seems like would be much easier if there was a Javascript SDK function we could use to "manually" trigger it

3 years ago

CeceNew Participant

asked in Workflows

Sending an email after a bot interaction

Hi community, I'd like to send a visitor an email after a certain bot interaction (and also after capturing their email). For example, the bot offers them a resource and it asks whether they would like it to be sent to their email. Would the easiest way be to tag them and then create an ongoing email with the tag as the Rule? Thanks in advance!

3 years ago

John YNew Participant

asked in Workflows

Is there any way to add some sort of field validation when using form data fields?

For instance we ask for name and email address, but right now there's nothing preventing users from entering a 100 character name or a malformed email address.

3 years ago

rajabdeenActive User

asked in Workflows

What is the document we have to learn about operators?

We can see in the configuration of canvas kit, we can tick operator. But its not clear, when the operator will be called? where do we need customize or configure? Cld anyone provide me a link to learn about the operators.

3 years ago

JASONNew Participant

asked in Workflows

We want to use the bot to answer the simple questions.

We have different FAQ's for different schools that we deal with. We want the bot to be able to ask the customer what school and then be able to answer with that schools FAQ. How do I go in and program this?

3 years ago

Carly SNew Participant

asked in Workflows

We want to change this functionality so unless they say "that helped," the conversations are routed to our human inboxes. Is that possible?

We are having a problem where our customers aren't getting a response because they don't realize that they MUST click "talk to person" in order for a human to see their message. We want to change this functionality so unless they say "that helped," the conversations are routed to our human inboxes. Is that possible?

3 years ago

User459New Participant

asked in Workflows

What is a benchmark for an average engagement and completion rate for custom bots on a pricing page?

We have recently launched a custom bot (outbound) on our pricing page and want to see if it is relatively successful. So I would like to know what are Benchmark KPIs (engagement and completion rate) to measure our performance

3 years ago

EileenActive User

asked in Workflows

Is there a way to trigger a custom bot to launch when our users click a specific button on our website (rather than triggering the bot when someone lands on that page)?

3 years ago

EileenActive User

asked in Workflows

Preview for custom bot won't launch

I'm not sure if this is an issue with some browser configuration or cookies on my end, but I've been trying to Preview a Custom Bot I created. When I click the Preview icon, it prompts me to select the website to preview it on. I am selecting a site that DOES have intercom installed. However, after doing that, the preview doesn't launch. It just ends there and I'm back on the Custom Bot screen. I did try clearing cookies and logging back in but the preview still won't launch. Any thoughts on what might be causing this? I'm not comfortable setting this live until I can preview it several times at minimum.

3 years ago

Ken WConnector

asked in Workflows

Why can I not view preview even thought there are no errors?

3 years ago

IntercomCustomerActive User

asked in Workflows

Cheers to Intercom

I wanted to say great job to the intercom team who handles bots. We recently switched from Zendesk Answer Bot and you guys just did an amazing job with the whole product and UI. Works 10x better. Thanks!

3 years ago

Phil TNew Participant

asked in Workflows

We're using intercom without staff so how do we remove any suggestion of leaving a message for the team in Resolution Bot, e.g. 'wait for team'?

Is there any way of configuring settings for the 'the did that answer help or are you looking for something else' response?

3 years ago

User328New Participant

asked in Workflows

Will the Drop Off chats from new conversation CB be available such is Engaged, Completed, Path Analysis?

Would definitely love to have a section in which I can see the Drop Off chats for the Custom bot from new conversation! Currently, I am struggling to find those chats that were dropped off, having to go through hundred of chats! Thanks for this community!

3 years ago

Kevin BendixenTop Expert

asked in Workflows

Just wondering, is anybody else having trouble getting their resolution bots to trigger consistently?

I created several resolution bots to deal with some easier customer question that come up regularly. However, there are always chats coming into our inboxes that should clearly be answered by the bot. Some don't even trigger at all. I can't even get them to show up with the auto-suggest, which leads me to believe the bot is having some trouble with those questions.I did add lots of examples in training and also tried to vary them. Curious to hear your input.

3 years ago

prateekNew Participant

asked in Workflows

How to send conversation data from Custom Chatbot to Zapier?

Dear Member,We are into online courier service provider business and I have developed a custom chat bot for various purpose, in which tracking number is must. But here, intercom is not pushing that tracking number to Zapier to Google Sheet. I have tried it by defining new variable but still not working. Can someone help me out how can I do it. Right now, I am only getting Name, Email I'd and tracking number not getting, Any help will be appreciated as I have tried my best but nothing didn't work yet. Hoping for the resolution else I have to switch any other chatbot which I don't want but because of this restriction I have to move out.

3 years ago

Ken WConnector

asked in Workflows

Can I set a path to redirect to a webpage?

I want to have the user click the option for the next path and be redirected to a specific webpage.

3 years ago

Tony CNew Participant

asked in Workflows

Create a conversation from a new contact outside of Intercom

Hi! I'm trying to create a conversation on behalf of a newly created contact via a POST Request to `/conversations`, but continue to run into a 404 "user not found" error.I can retrieve the contact info from the `/contacts/` endpoint, so was expecting to be able to use the "id" or "external_id" to create a conversation for that same user.Any recommendations would be appreciated

3 years ago

Alexandra KNew Participant

asked in Workflows

How can I use Intercom to build automation and onboarding flows?

Would love to know more about building automations that can be stopped or triggered by a response, action, or behavior? And on the opposite end, can we keep someone within a helpful onboarding/ activation campaign that continues even if responded to.

3 years ago

Denis TaranetsActive User

asked in Workflows

Custom Bot vs Task Bot

Hello, community. I have a Custom Bot that guides users to the most common questions. As with any bot, there is an option to wait for an agent. Unfortunately, if the user picks this option, the task bot also participates which is not look that neat. Example on the screenshot attached The question is, can I somehow adjust the Custom or Task bots so the situation on the screenshot would not repeat itself? I would still like the Task Bot to inform the user about the time of the response, but not in case if the custom bot already participated

3 years ago

Mark T12New Participant

posted in Workflows

Kia ora and mabuhay to everyone here! I'm Mark, Solutions Architect originally from Manila, now at Wellington, New Zealand working for PaperKite!

Kia ora and mabuhay to everyone here! I'm Mark, Solutions Architect originally from Manila, now at Wellington, New Zealand working for PaperKite! We've heavily used Custom Bots for our product, Rippl - an award-winning, privacy-based contact tracing solution. You can read all about our Rippl Intercom journey here - https://www.intercom.com/blog/rippl/. We've also helped Volkswagen New Zealand customise and deploy their Intercom Custom Bot to help identify leads and also give them the ability to do quick self-service inquiries. PaperKite has a very strong focus on Conversational UX, which includes chatbots, and are keen to help out and work with anyone interested in this space. I plan on participating actively in this forum, especially in the Operator/Bots space! Looking forward to chatting with you, fellow Connectors!

3 years ago

Diego MNew Participant

asked in Workflows

Show your own/favourite Intercom Bot!

We dont already have a bot, but are looking for bots based on intercom for inspiration :)

3 years ago

Inter C12New Participant

asked in Workflows

Why am I getting a “Finish designing your bot” notification?

3 years ago

User318New Participant

asked in Workflows

What's the difference between Messenger and Outbound Custom Bots?

I'm trying to understand how these two products work together or if they even do.

3 years ago

RahatNew Participant

posted in Workflows

Hi Everyone,

Hi Everyone, I'm Rahat (Head of Customer Experience Operations) at Perkbox an all-in-one employee experience platform. We've been using Intercom for a couple of years now mainly to support our end users and more recently admins too; we're currently in the process of revamping our entire help centre and using bots to reinforce the support offering where possible. So any insights within either of these areas or rolling out resolution bot would be really helpful!

3 years ago

TamerNew Participant

asked in Workflows

Resolution bot settings and trigger

Hi,Where is the settings for the resolution bot ? like wait time to start sending suggestion ?Why the resolution bot don't answer and not triggered even if we set the exact questions and qualifiers ?ThanksTamer

3 years ago

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